Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

Wealth Management. Redefined.

Our Firm

Since 1994, we have maintained a tradition of excellence for individuals, families and business owners. Our ultimate goal is to make a lasting, positive impact on the lives of our clients and associates, as well as in the communities in which they live.

Our Values

Our mission at The Bulfinch Group is to serve our clients with respect, passion and integrity. Our philosophy – Be Professional, Give Back and Have Fun – is the cornerstone of The Bulfinch Experience.

Our Approach

We offer our clients comprehensive solutions to grow and preserve wealth by redefining the wealth management process. We craft strategies so that whatever twists and turns your life may take, you and your family will be prepared and protected.

See What Our Clients & Advisors Have to Say About Us:

Our Professionals

Our team approach offers a range of services to provide more benefits to our clients.

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The content is developed from sources believed to be providing accurate information.
The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals
for specific information regarding your individual situation. Some of this material was developed and produced by
FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named
representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and
material provided are for general information, and should not be considered a solicitation for the purchase or
sale of any security.

Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA,SIPC. OSJ: 160 Gould Street, Suite 310 Needham, MA 02494, ph# 781.449.4402. PAS is a wholly owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), New York, NY. The Bulfinch Group is not an affiliate or subsidiary of PAS or Guardian.

Life insurance offered through The Bulfinch Group Insurance Agency, LLC, an affiliate of The Bulfinch Group, LLC. The Bulfinch Group, LLC is not licensed to sell insurance. The Bullfinch Group LLC. is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor.